J.P. Morgan Advisors - Investment Associate - Riverside, CT
On-site · Riverside, Connecticut, United States
Job Summary
Advise on portfolio construction and asset allocation, implement complex investment solutions for High-Net-Worth clients, identify and develop new business opportunities from existing client base, and support clients with a range of offerings across Advisor Services, Wealth Planning & Advice, and related digital tools. Attend product rollouts and research meetings to stay current on JP Morgan Wealth Management products, develop marketing presentations for Financial Advisors, and handle ad hoc service requests for the team and clients. Strong emphasis on client-facing communication, end-to-end ownership of tasks, and the ability to adapt to changing regulatory policies and technology. Proficiency with Word, PowerPoint, and Excel is preferred.
Required Qualifications
- 5 years’ experience in Financial Services industry
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
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